Regent Peak Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.8M | Buy |
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|
2025
Q1 | $13.2M | Sell |
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|
2024
Q4 | $13.9M | Buy |
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|
2024
Q3 | $12.5M | Buy |
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|
2024
Q2 | $10.6M | Sell |
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|
2024
Q1 | $11.1M | Sell |
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|
2023
Q4 | $12M | Sell |
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|
2023
Q3 | $15.5M | Buy |
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|
2023
Q2 | $16M | Sell |
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|
2023
Q1 | $16.7M | Buy |
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|
2022
Q4 | $11.9M | Buy |
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|
2022
Q3 | $6.32M | Sell |
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|
2022
Q2 | $15.5M | Sell |
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|
2022
Q1 | $17.3M | Buy |
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|
2021
Q4 | $13.6M | Buy |
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|
2021
Q3 | $4.95M | Buy |
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|
2021
Q2 | $5.18M | Sell |
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|
2021
Q1 | $5.05M | Buy |
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|
2020
Q4 | $4.26M | Sell |
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|
2020
Q3 | $3.88M | Sell |
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|
2020
Q2 | $8.69M | Buy |
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|
2020
Q1 | $7.27M | Buy |
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|
2019
Q4 | $9.67M | Buy |
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